INVESTMENT REFERRAL SYSTEM AND METHOD

摘要

The invention provides an impartial; forum operable to match (10) investors with a universe of investment service providers, and matches (190) both investors and service providers with a universe of financial resources and alternative investments. One or more service provider profiles each having at least one credential are compiled. The credentials of each of the service provider profiles are verified and service provider profiles having credentials that cannot be verified are identified. One or more verified service provider profiles are compiled. At least one insurance policy is obtained insuring that the credentials of each of the verified service provider profiles are correct. At least one customer profile is received and at least one verified service provider profile that generally corresponds to the customer profile is identified. Resource and alternative investment profiles generally corresponding the service provider and investor profiles can also be identified. A tiered matching system can be used to match user profiles to service provider, resource and/or alternative investment profiles.